Business Details
50+ Years
experience
Your Trusted Partner for Customized Insurance Solutions
Since 1962, Seligman Insurance has been dedicated to providing tailored insurance solutions for families, professionals, and businesses in the Greater Toronto Area. Founded by Sam Seligman and continued by his son Peter Seligman and son-in-law Jeff Bernstein, our firm has built a legacy of trust through three generations. We prioritize personalized service, leveraging deep industry expertise to help clients achieve financial security. In 2025, we joined Bridgewell Financial to expand our offerings while maintaining our commitment to consultative, holistic financial planning.Our approach combines decades of experience with cutting-edge technology, ensuring seamless service whether in-person or through our fully digital platform. We collaborate with top-tier providers to deliver best-in-class solutions, focusing on life, health, disability, and estate planning insurance. Client satisfaction remains our cornerstone, reflected in long-term relationships and testimonials highlighting our integrity, responsiveness, and ability to simplify complex insurance needs.
Services
Life Insurance
Health Insurance
Business Insurance
Estate Planning
Disability Insurance
Details
- Year established: 1962
Highlights and features
- Three generations of insurance expertise since 1962
- Expanded services through partnership with Bridgewell Financial
- Personalized, consultative approach to financial planning
- Fully digital capabilities with seamless client experience
- Specialized expertise in estate and business insurance planning
What people say
Knowledgeable and patient advisors
Personalized, tailored solutions
Responsive and trustworthy service
Simplified complex insurance processes
Long-term client relationships
Services
Life Insurance
We provide comprehensive life insurance solutions tailored to individual needs, including term and permanent policies. Our experts help clients protect their families' financial future while offering flexible options for estate planning and legacy building. With access to top-tier providers, we ensure competitive rates and customized coverage that evolves with life changes.
Estate Planning
Our estate planning services combine insurance strategies with tax-efficient solutions to preserve wealth across generations. We work closely with legal and accounting professionals to create integrated plans that address inheritance goals, minimize tax liabilities, and ensure smooth asset transitions for high-net-worth individuals and business owners.
Business Insurance
We specialize in protecting businesses through customized insurance solutions, including key person coverage, buy-sell agreements, and executive benefits. Our approach safeguards companies against financial risks while supporting succession planning and business continuity strategies for entrepreneurs and growing enterprises.
Disability Insurance
Our disability insurance solutions protect clients' earning potential through personalized coverage that complements employer-provided benefits. We focus on replacing adequate income for extended periods, ensuring financial stability during unexpected health challenges while addressing unique needs of self-employed professionals and business owners.
Health Insurance
We offer supplemental health insurance options that enhance employer benefits and provincial plans. Our solutions provide expanded coverage for dental, vision, prescription medications, and specialized treatments, with a focus on accessibility and comprehensive protection tailored to individual and family healthcare needs.
People
Jeff Bernstein
Managing Partner
Jeff Bernstein brings extensive financial expertise to Seligman Insurance, specializing in insurance-based financial planning. With a background in international affairs and software development, he focuses on helping entrepreneurs and professionals create comprehensive protection strategies while maintaining active community involvement.
Peter Seligman
Founding Partner
As a third-generation insurance advisor, Peter Seligman offers over four decades of experience in estate and insurance planning. He specializes in wealth preservation strategies for entrepreneurs and executives, maintaining collaborative relationships with legal and accounting professionals to deliver integrated financial solutions.
Fran Perkins
Client Services Manager
Fran Perkins leverages 20+ years of insurance industry experience to deliver personalized client service. Her expertise in executive marketing and underwriting support ensures clients receive optimal insurance solutions, contributing to Seligman's growth and reputation for exceptional service quality.
Deborah Ylanko
Office Manager
Deborah Ylanko manages Seligman Insurance's operational infrastructure with a business management diploma specializing in sales and marketing. Her administrative expertise ensures smooth office operations and client communication, supporting the team's focus on delivering premium insurance services.
Questions
What types of insurance does Seligman Insurance specialize in?
We specialize in life, health, disability, and business insurance, along with estate planning solutions tailored to individual and corporate client needs.
How does Seligman Insurance approach financial planning?
We use a consultative, holistic approach combining insurance solutions with tax-efficient strategies, working closely with clients' existing legal and accounting advisors.
Is Seligman Insurance only for Toronto residents?
While based in Toronto, we serve clients across Canada with customized insurance solutions meeting regional and national business requirements.
How has Seligman Insurance adapted to digital needs?
We offer fully digital capabilities including video consultations, e-signatures, and online calculators while maintaining traditional face-to-face service options.
What makes Seligman different from other insurance providers?
Three generations of experience, personalized service approach, and access to both niche providers and industry-leading insurers create unique value for clients.
How often should I review my insurance coverage?
Review insurance plans during major life events like marriage, new business ventures, or significant debt acquisition to ensure continued protection alignment.
